+1,497.9%
META vs BLDR
+1,614.7%
-116.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.8% | +1.8% | -2.8% |
| 7D | -3.1% | +3.9% | -7.0% | -4.0% |
| 30D | -18.1% | +16.5% | -34.6% | -20.9% |
| 3M | +2.9% | -13.7% | +16.5% | +5.0% |
| 6M | +0.2% | -12.2% | +12.3% | +1.2% |
| YTD | -8.1% | -36.3% | +28.2% | -1.9% |
| 1Y | -4.5% | -41.3% | +36.8% | +3.3% |
| 3Y | +94.2% | -48.3% | +142.5% | +108.7% |
| 5Y | +79.1% | -2.6% | +81.7% | +68.7% |
| 10Y | +405.9% | +616.6% | -210.7% | +248.3% |
| All | +1,497.9% | +1,614.7% | -116.8% | +842.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BLDR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling